Fidelity - Analyst Survey: Cost pressures hit a plateau
Input cost inflation is starting to stabilise, according to the latest Fidelity International Analyst Survey, amid signs of demand destruction.
Fidelity - Right-wing Italian coalition brings more risks in Europe
Markets have largely overlooked Italy’s election results, distracted by widespread volatility that has intensified in the days following the UK’s ‘mini budget.
Fidelity - Race to net zero: Seeing the world in an investment portfolio
To help investors navigate the portfolio decarbonisation process, our short guides explore the options available, as well as the related advantages and challenges along the way.
Fidelity - Equities Outlook September 2022: Global sentiment continues to erode
Hard landing our base case
Fidelity - Chart Room: What can governments do about Europe’s soaring energy bills?
How might governments in Europe seek to interrupt the price mechanism - and what will it mean if they do?
Fidelity - ECB hawks rule, for now
While guidance remains hawkish on further interest rate hikes into 2023, implementing such a path will be hard in practice.
IRA: Muted near-term macro impacts, strong statement on sustainability
US inflation reduction bill will help cut emissions while federal deficit reduction will take time to come through.
Fidelity - Chart Room: Supercharged commodities spell a regime change for investing
Demand for some of the real assets neglected over the course of the pandemic could be set to surge as the world shifts to a new, sustainable paradigm, but there will be more pain elsewhere.
Fidelity - Equities Outlook June 2022: Recession risks incrementally rising
The debate on whether equity prices had reached a bottom was settled when the US May CPI print surprised to the upside and sent bond yields spiking higher and equity markets hurtling lower.
Fidelity - Time to be selective
The post-covid market rally was driven by a juxtaposition of ‘reflation’ and ‘stagnation’ narratives that led investors to attribute high valuation premia to ‘growth’ assets, while overlooking the ‘quality’ and ‘value’ style factors.